2011-12-05T15:00:06-06:00 2011-06-30 CROWE HORWATH LLP 105 Continental Place Suite 200 Brentwood TN 37027 990 2010-07-01 621320697 UNIVERSITY SCHOOL OF JACKSON UNIV 7316640812 232 McClellan Rd Jackson TN 38305 CLAY LILIENSTERN 2011-12-02 true 6153605500 2010 2016-02-24 21:20:13Z CLAY LILIENSTERN 232 McClellan Rd Jackson TN 38305 10711609 false X WWW.USJBRUINS.ORG X 1987 TN THE UNIVERSITY SCHOOL OF JACKSON, A DISTINCTIVE COLLEGE PREPARATORY SCHOOL, SEEKS TO INSTILL A PASSION FOR ACADEMIC EXCELLENCE AND LIFELONG LEARNING SO EACH STUDENT WILL REACH HIS/HER MAXIMUM POTENTIAL 16 15 189 300 0 0 262121 200001 9130093 9406031 51507 35639 748745 744905 10192466 10386576 133064 139243 0 0 6341575 6408916 0 0 122448 3120698 3191197 9595337 9739356 597129 647220 20592474 21310631 10154609 10187944 10437865 11122687 THE UNIVERSITY SCHOOL OF JACKSON, A DISTINCTIVE COLLEGE PREPARATORY SCHOOL, SEEKS TO INSTILL A PASSION FOR ACADEMIC EXCELLENCE AND LIFELONG LEARNING SO EACH STUDENT WILL REACH HIS/HER MAXIMUM POTENTIAL false 7451699 139243 9406031 UNIVERSITY SCHOOL OF JACKSON IS A NON-DENOMINATIONAL, NON-SECTARIAN, COLLEGE PREPARATORY SCHOOL DEDICATED TO ACADEMIC EXCELLENCE AND TO OUR FOUNDING PRINCIPLES OF FAITH, SERVICE, AND SCHOLARSHIP. BASED ON A HERITAGE GROUNDED IN JUDEO-CHRISTIAN VALUES, WE PROVIDE AN EDUCATIONAL ENVIRONMENT WHERE STUDENTS OF ALL ETHNIC, CULTURAL, AND RELIGIOUS BACKGROUNDS ARE VALUED AND RESPECTED. THE FACULTY, ADMINISTRATION, AND STUDENTS ARE EMPOWERED TO NURTURE AND EMBRACE THE JUDEO-CHRISTIAN VALUES AND OUR OPERATING PRINCIPLES. THROUGH THE FULFILLMENT OF OUR MISSION AND ADHERENCE TO THESE CORE PRINCIPLES AND VALUES, WE PREPARE OUR GRADUATES TO BE RESPONSIBLE AND INFORMED WORLD CITIZENS. 7451699 true true false false false false false false true true false false false true false true false true false false false false false true false false false true true true false false false false false false false false true false false false false false false false false false false false true 27 0 true 189 true false false false false false false false false false false X 16 15 false false false false false false false true true false false true true true true true true true false false TN X Jessica Pinkerton 7316640812 232 MCLELLAN ROAD JACKSON TN 38305 GINA SMITH 2 X 0 0 0 CATHERINE KWASIGROH 2 X 0 0 0 LYNDA GILBERT 2 X 0 0 0 RICHARD AYERS 2 X X 0 0 0 ANITA HAMILTON 5 X X 0 0 0 STEVE MARONEY 2 X X 0 0 0 SALLY SLACK 2 X X 0 0 0 DAVID AHERRERA 2 X 0 0 0 DON ALLEN 2 X 0 0 0 JAMES KIRKLAND 2 X 0 0 0 JOHN T NELSON 2 X 0 0 0 JAMES ROSS 2 X 0 0 0 LAURA WILLIAMS 2 X 0 0 0 CLAY LILIENSTERN 50 X 132950 0 21605 JESSICA PINKERTON 40 X 30453 0 3347 JOSEPH CRENSHAW 2 X 0 0 0 CHARLIE GARRETT 2 X 0 0 0 JOHN NEW 2 X 0 0 0 163403 0 24952 1 false true false CARE JANITORIAL 105F STONEBROOK PLACE JACKSON TN 38305 JANITORIAL SERVICES 159473 1 58141 141860 200001 TUITION AND FEES 8580215 8580215 ACTIVITY FEES 108182 108182 ANCILLARY SERVICES 286282 286282 TECHNOLOGY FEES 145476 145476 VARIOUS CLUB PROGRAM REVENUES 229942 229942 55934 55934 0 0 9406031 22320 22320 0 0 2050 1800 250 0 250 250 165193 926 179438 -14245 926 13319 13319 336011 58141 170433 165578 165578 0 0 CAFETERIA INCOME 578830 578830 VENDING 247 247 0 0 0 0 579077 10386576 9406031 0 780544 0 139243 139243 0 0 188355 188355 66041 66041 5198064 4931990 266074 157523 157523 370405 370405 428528 428528 0 0 24750 24750 0 0 0 214513 212865 1648 63316 63316 270559 2362 268197 0 0 487973 137686 350287 20238 20238 0 4811 4811 380732 380732 0 558771 527728 31043 47274 47274 CAFETERIA EXPENSE 523778 523778 AUXILLARY AND ATHLETICS EXPENSE 328074 157131 170943 FUNDRAISING EXPENSE 122448 122448 INSTRUCTIONAL EXPENSE 117914 117914 BAD DEBT EXPENSE 18600 18600 7446 0 7446 0 9739356 7451699 2165209 122448 0 522892 2603467 2960953 2002682 76177 59904 51410 24149153 8061582 16578008 16087571 344644 405790 0 0 0 0 109800 99807 20592474 21310631 501290 580451 639140 870262 8920000 8621949 94179 115282 10154609 10187944 X 10069928 10692444 36198 98504 331739 331739 10437865 11122687 20592474 21310631 X 647220 37602 X false true true X false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 344644 61146 405790 327304 11253 6087 344644 325088 2216 327304 0.00000 1.00000 0.00000 false false 1329031 1329031 19275948 4960256 14315692 242944 241336 1608 2753850 2406409 347441 547380 453581 93799 16087571 0 AGENCY FUNDS, NET 115282 115282 10386576 9739356 647220 37602 0 37602 684822 10457168 37602 172233 209835 10247333 139243 139243 10386576 9772346 172233 172233 9600113 139243 139243 9739356 Intended uses of endowment funds Schedule D, Part V, Line 4 THE ENDOWMENT FUNDS ARE USED TO SUPPORT THE EDUCATIONAL MISSION OF THE SCHOOL. Other revenues in audited financial statements not in form 990 Schedule D, Part XII, Line 2d RENTAL EXPENSE - 1800; FUNDRAISING EXPENSE - 170433; Other revenues in form 990 not in audited financial statements Schedule D, Part XII, Line 4b FINANCIAL AID - 139243; Other expenses in audited financial statements not in form 990 Schedule D, Part XIII, Line 2d RENTAL EXPENSE - 1800; FUNDRAISING EXPENSE - 170433; Other expenses in form 990 not in audited financial statements Schedule D, Part XIII, Line 4b FINANCIAL AID - 139243; true true true true true true true false false false false false false false false true false true Financial aid or assistance from a governmental agency Schedule E, Line 6a FEDERAL FUNDS WERE RECEIVED UNDER THE NO CHILD LEFT BEHIND LEGISLATION THROUGH THE JACKSON-MADISON COUNTY SCHOOL DISTRICT IN THE AMOUNT OF $12,622. THE FOLLOWING MAKE UP THE FUNDS RECEIVED: - TITLE IIA - PROFESSIONAL DEVELOPMENT $11,493 - TITLE IID- TECHNOLOGY $1,129 HOLIDAY MART 238703 48330 190373 18500 11911 49296 WEE EXCHANGE 124616 124616 82961 1 30833 9811 21022 3438 4327 394152 58141 336011 0 0 21938 11911 0 136584 170433 165578 true FINANCIAL AID 72 139243 Procedures for monitoring use of grant funds Schedule I, Part I, Line 2 THE GRANTS ARE APPLIED DIRECTLY AGAINST STUDENT TUITION AND FEES. X X X false false false false false false false false false CLAY LILIENSTERN 128950 0 4000 0 0 0 3959 0 17646 0 154555 0 0 0 THE HEALTH EDUCATIONAL AND HOUSING FACILITY BOARD OF THE CITY OF JACKSON 621209535 000000000 2010-05-27 8920000 SEE PART V false false false 288386 0 8920000 0 0 0 155000 0 0 0 0 0 2010 true false true true false false false false true 0.0000 0.0000 0.0000 true false false false 0.0 false 0.0 false true DESCRIPTION OF PURPOSE SCHEDULE K, PART I, COLUMN (F) REFUNDING OF PRIOR OBLIGATIONS AND PAYMENT OF COST OF ISSUANCE ON PRIOR BONDS ISSUED ON 9/19/2001, 7/29/2003, AND 5/27/2009 ELIZABETH ORR FAMILY RELATIONSHIP WITH TRUSTEE, CATHERINE KWASIGROH 21250 COMPENSATION false REBECCA LILIENSTERN FAMILY MEMBER OF CLAY LILENSTERN, CURRENT HEAD OF SCHOOL 50419 COMPENSATION false Review of form 990 by governing body Form 990, Part VI, Section B, Line 11b INITIAL REVIEW OF THE FORM 990 IS PERFORMED BY MANAGEMENT WITH THE PAID TAX PREPARER. THE RETURN IS THEN REVIEWED BY ALL MEMBERS OF THE BOARD PRIOR TO ELECTRONICALLY FILING THE RETURN WITH THE IRS. Conflict of interest policy Form 990, Part VI, Section B, Line 12c THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY IN PLACE THAT COVERS MEMBERS OF THE BOARD OF TRUSTEES, THE HEAD OF SCHOOL, AND THE FINANCIAL SERVICES OFFICER. THE ORGANIZATION REQUIRES THAT THE CONFLICT OF INTEREST FORM BE COMPLETED AND RETURNED DURING SEPTEMBER OF EACH YEAR AND ANY ADDITIONAL CONFLICTS BE REPORTED IF AND WHEN THEY ARISE. ALL POTENTIAL CONFLICTS ARE REVIEWED BY THE CHAIR OF THE BOARD AND THE HEAD OF THE SCHOOL. ANY PERSON WITH A CONFLICT IS PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISION IN THE TRANSACTION. Process used to establish compensation of top management official Form 990, Part VI, Section B, Line 15a PERFORMANCE REVIEWS WERE CONDUCTED FOR THE HEAD OF SCHOOL BY A COMPENSATION COMMITTEE COMPOSED OF THE CHAIR OF THE BOARD OF TRUSTEES, THE VICE-CHAIR, AND ANOTHER DISINTERESTED TRUSTEE IN MAY 2011. THE COMPENSATION REVIEW INCLUDED A REVIEW OF THE GENERAL ECONOMIC CONDITIONS IN THE WEST TENNESSEE AREA AND OF COMPARABLE DATA FOR COMPENSATION IN INDEPENDENT SCHOOLS IN THE REGION. THE COMPLETION OF THE REVIEW WAS REPORTED TO TRUSTEES AND DOCUMENTED ACCORDINGLY. Public Disclosure Form 990, Part VI, Section C, Line 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES, AND FINANCIAL STATEMENTS ARE NOT REQUIRED DISCLOSURES PURSUANT TO INTERNAL REVENUE CODE (IRC) SECTION 6104. THESE DOCUMENTS ARE NOT AVAILABLE TO THE PUBLIC AT THIS TIME. COMPENSATION FOR OTHER OFFICERS FORM 990, PART VI, SECTION B, LINE 15B THE PROCESS FOR DETERMINING COMPENSATION FOR THE OTHER OFFICERS OF THE ORGANIZATION IS CONDUCTED BY THE HEAD OF SCHOOL. Other changes in net assets or fund balances Form 990, Part XI, Line 5 NET UNREALIZED GAINS (LOSSES) ON INVESTMENTS - 37602;